736 results found

1. option to hide documents (don't want to delete them, but want them hidden)

   option to hide documents

   6 votes

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2. convert document to invoice
   6 votes

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   Idea  ·  Lindsey Schocke responded

   
   

3. Easy to Automatically Add CC to Documents

   Quick and easy way to add CC on all documents sent from PandaDoc.

   6 votes

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   2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

4. Expiration for only recipient not the entire document

   Be able to have the expiration date for only the recipient not the entire document to allow to remain accessible even after expiration.

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   2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

5. List / sort folders in alphabetical order

   List folders in alphabetical order

   6 votes

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   1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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   Idea  ·  Lindsey Schocke responded

   
   

6. Restore expired signed documents

   Being able to restore expired documents without losing changes and comments that were made to the document.

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7. Search by Document & Template ID

   Ability to search for documents and templates by ID.

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

8. Email notification for Sender to verify that the document is sent

   email notification that the document is sent

   https://pandadoc.zendesk.com/agent/tickets/402131

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

9. Version history - export/download templates / Ability to print changed versions within PandaDoc UI

   version history ability to print changed versions within PandaDoc UI
   Provided workaround to print from webpage and change the size of the document.

   6 votes

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   Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

   
   

10. Export comments/suggestions to Excell or Google Sheets
    6 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

11. Delete recipients from signed documents

    Delete recipient from signed document
    https://pandadoc.zendesk.com/agent/tickets/368762

    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

12. The ability to change reminder settings in bulk for a large number of sent documents.

    For example, the template used for bulk send did not have auto-reminder settings set up. Could there be a way to enable it for all of the sent documents after they have been sent?

    6 votes

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13. ability to download document in HTML
    6 votes

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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

14. Keep the Document name and the Sequence Auto-Numbering for Bulk Download

    Keep the Document name and the Sequence Auto-Numbering for Bulk Download (bulk download does not keep the document name when but keeps the template name instead)

    6 votes

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    2 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

15. Filter timeline activity log

    Ability to modify the order of events to show whenever signers complete the document on top instead of chronological order only.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

16. Metrics/reporting for contract negotiations (redlining). Detailed exportable summary

    Would like metrics tracking contract negotiations data. Reps using, edits, etc.

    6 votes

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    3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

17. Transfer data to: map pricing tables

    Transfer data to: map pricing tables s in the original document with pricing tables in the new document.

    6 votes

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    3 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

18. Search by tags via search bar exactly

    Be able to search documents/templates by tags exactly via the search bar (for example, #bigcontract)

    6 votes

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    0 comments  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

19. private dashboard of docs that contained financial info

    A private dashboard of docs that contained financial info so other users cannot see unless invited

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded

    
    

20. Lock ability to download to pdf to preserve document analytics / Disable Template PDF download option for the team

    Eugene likes the ability to see into document analytics and once the document is downloaded, he cannot see status of the document's progress.

    6 votes

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    1 comment  ·  Documents & Data Management  ·  Delete…  ·  Admin →
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    Idea  ·  AdminValeryia Baranava (Admin, PandaDoc) responded